MFC
Morris Financial Concepts’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,524
| Closed | -$232K | – | 168 |
|
|
2023
Q4 | $232K | Sell |
6,524
-112
| -2% | -$3.98K | 0.13% | 87 |
|
|
2023
Q3 | $218K | Buy |
6,636
+43
| +0.7% | +$1.42K | 0.15% | 81 |
|
|
2023
Q2 | $227K | Sell |
6,593
-103
| -2% | -$3.54K | 0.15% | 82 |
|
|
2023
Q1 | $230K | Buy |
6,696
+4
| +0.1% | +$137 | 0.16% | 75 |
|
|
2022
Q4 | $216K | Sell |
6,692
-3,508
| -34% | -$113K | 0.17% | 73 |
|
|
2022
Q3 | $294K | Buy |
10,200
+435
| +4% | +$12.5K | 0.3% | 49 |
|
|
2022
Q2 | $335K | Buy |
9,765
+108
| +1% | +$3.71K | 0.32% | 50 |
|
|
2022
Q1 | $375K | Sell |
9,657
-29
| -0.3% | -$1.13K | 0.31% | 47 |
|
|
2021
Q4 | $377K | Buy |
+9,686
| New | +$377K | 0.31% | 47 |
|